ShareSecure
Differentiate Your Firm.
Secure Capital.
Build LP Loyalty.
A LP portal and virtual data room where every interaction builds a stronger partnership.
In an era where the slightest misstep can jeopardize your firm’s credibility, the ability to securely share sensitive information is of utmost importance. With ShareSecure, the leading investor portal and virtual data room for private capital markets, you can securely distribute sensitive documents to key stakeholders and stand out in the competitive market. Empower your firm to tell a unique story to LPs, enhancing stakeholder relationships.
Your investor portal is a direct reflection of your firm’s brand, so it’s important to consider the impact it can have on your investor’s experience. With our latest enhancements to ShareSecure, our LP portal and virtual data room, you can now empower LPs to efficiently find documents that fosters LP self-service.
- Empower LPs to effortlessly find, handle, and track crucial documents.
- Enhance your insight into portal engagement by accessing key data points, including login patterns, document views, and activities.
- Optimize investor engagement through an intuitive portal interface, empowering your LPs with self-service capabilities for efficient document management and exploration.
- Customize our portal to perfectly match your brand, ensuring a seamless and unique user experience.
Navigating dynamic LP relationships is challenging. ShareSecure, Altvia’s LP portal and data room, simplifies the tracking, creation, and auditing of materials, streamlining the GP-LP workflow and relationship. And with the seamless integration with our AIM CRM, you have a holistic and transparent view of the entire investor relationship and process, ensuring efficiency and clarity.
- Share multimedia files with your investors (such as videos, audio files, recorded webinars, etc.)
- Tailor information sharing for specific teams and use cases with versatile “Workspaces,” enhancing organization and data security.
- Customize user permissions and expiration dates to control proper access to documents.
- Request, capture, and track digital signatures from your investors.
- Streamline your fundraise with ShareSecure’s Consent Management functionality, which allows you to easily create, track, and audit Terms & Conditions, Privacy Policies, Electronic K1 Consents, and more.
Share documents and store materials in an industry-leading, secure portal that integrates with your CRM. From 2-factor authentication to virus scanning and user management, ShareSecure protects your firm and investments. Support your compliance efforts with document versioning, secure data transmission and encryption, and detailed access logs.
- Accurately manage and track documents from draft to final, published version with the ability to require admin approval before users are granted access.
- Protect unauthorized sharing with dynamic watermarks that can be customized to include your desired fields.
- Control individual user access with the ability to set expiration dates.
Your investor portal is a direct reflection of your firm’s brand, so it’s important to consider the impact it can have on your investor’s experience. With our latest enhancements to ShareSecure, our LP portal and virtual data room, you can now empower LPs to efficiently find documents that fosters LP self-service.
- Empower LPs to effortlessly find, handle, and track crucial documents.
- Enhance your insight into portal engagement by accessing key data points, including login patterns, document views, and activities.
- Optimize investor engagement through an intuitive portal interface, empowering your LPs with self-service capabilities for efficient document management and exploration.
- Customize our portal to perfectly match your brand, ensuring a seamless and unique user experience.
Navigating dynamic LP relationships is challenging. ShareSecure, Altvia’s LP portal and data room, simplifies the tracking, creation, and auditing of materials, streamlining the GP-LP workflow and relationship. And with the seamless integration with our AIM CRM, you have a holistic and transparent view of the entire investor relationship and process, ensuring efficiency and clarity.
- Share multimedia files with your investors (such as videos, audio files, recorded webinars, etc.)
- Tailor information sharing for specific teams and use cases with versatile “Workspaces,” enhancing organization and data security.
- Customize user permissions and expiration dates to control proper access to documents.
- Request, capture, and track digital signatures from your investors.
- Streamline your fundraise with ShareSecure’s Consent Management functionality, which allows you to easily create, track, and audit Terms & Conditions, Privacy Policies, Electronic K1 Consents, and more.
Share documents and store materials in an industry-leading, secure portal that integrates with your CRM. From 2-factor authentication to virus scanning and user management, ShareSecure protects your firm and investments. Support your compliance efforts with document versioning, secure data transmission and encryption, and detailed access logs.
- Accurately manage and track documents from draft to final, published version with the ability to require admin approval before users are granted access.
- Protect unauthorized sharing with dynamic watermarks that can be customized to include your desired fields.
- Control individual user access with the ability to set expiration dates.
Hear Why Our Clients Love ShareSecure
“Leveraging a system that had the ability to save down investor commitments, allocate capital calls directly, generate PDFs then send documents out or post them to a portal was the solution that we needed.”
Jenna Greenspan
Director of Capital Development, Redesign Health
Read a case study to hear how Altvia’s software can help you as your firm grows, your funds multiply, and your LP base expands.
Highlights
ShareSecure is an easy-to-use, complete investor portal experience.
Video and recorded webinar post, share, and tracking technology.
Document process tracking with approval verification.
Digital document signing with status notification and tracking capabilities.
Required strong, complex passwords and 2-Factor Authentication.
Unlimited storage with no user caps.
TLS/SSL & AES-256 encryption and detailed device access logs to ensure privacy and security of data in transit and at rest.
Device agnostic and mobile-friendly. No database or hardware to maintain.
Resources
Finding the Right GP-LP Portal: ShareSecure
Now more than ever, Private Equity firms are facing escalated rules and regulations when it comes to information and documentation.
Podcast: OnboardingBridge: Bridging the Gaps of Investor Onboarding
Tim Flannery, co-founder and CEO of Passthrough, returns to discuss investor onboarding integrations with private equity CRMs.
Blog: 15 Steps to Fundraise a New PE/VC Fund
From building a backing of strong connections to empowering LPs with data-driven insights, no detail can be overlooked.
Case Study: Cendana Capital
Cendana Capital’s Need for a Scalable CRM Leads Them to Altvia.
Want to get started?
We have a team of experts, with decades of private equity experience, to support system adoption and change management.
